Financial Analyst

Polaris Pharmacy Services seeks a Financial Analyst for the Strategic Finance team in Fort Lauderdale, supporting planning, forecasting, and executive-ready reporting.

Responsibilities

• Support the annual operating plan by preparing planning templates, collecting inputs from site and functional leaders, and consolidating results
• Build and refresh site-level plans and forecasts for each pharmacy and infusion center, rolling into the consolidated enterprise view
• Maintain the quarterly reforecast, including supporting schedules for revenue, drug cost, labor, and operating expenses
• Own updates to the long-range plan model and related assumptions under the direction of the Manager of FP&A
• Produce monthly plan-vs-actual and reforecast variance reports for both enterprise and site levels
• Investigate variances with Accounting and operational leaders and draft clear, concise commentary
• Assist with preparation of the monthly financial reporting package and executive presentation materials
• Maintain KPI reporting, including prescriptions/doses dispensed, revenue and gross profit per script, census/beds served, payer mix, and labor productivity
• Partner with Business Intelligence to validate data and improve dashboards and automated reporting
• Create and maintain models for business cases, new customer contracts, pricing, and site performance reviews
• Support M&A, joint venture, and partnership analyses by collecting required data and maintaining model inputs
• Complete ad hoc analyses requested by finance leadership
• Update the weekly 13-week cash flow forecast with actual receipts and disbursements
• Track AR, inventory, and payables trends in coordination with Revenue Cycle Management and Purchasing
• Help prepare schedules supporting lender reporting and covenant calculations
• Identify opportunities to automate recurring reports and reduce manual effort, including applying AI tools
• Document reporting processes, data sources, and model assumptions

Requirements

• Bachelor's degree in finance, accounting, economics, or a related field
• 2–4 years of experience in FP&A, corporate finance, public accounting, banking, or consulting
• Expert-level Excel proficiency and a proven track record building and maintaining complex financial models
• Strong financial systems knowledge; experience with Sage (for example, Sage Intacct) or an equivalent ERP is strongly preferred
• Power BI, SQL, or planning-system experience is a plus
• Comfort using and integrating AI tools in finance work (analysis, reconciliations, report automation, and drafting commentary), with sound judgment to validate AI-generated output
• Solid understanding of financial statements and accounting fundamentals
• Healthcare, pharmacy, or multi-site services experience is a plus
• Strong attention to detail, organization, and ability to manage multiple deadlines
• Clear communicator who can explain financial results to non-finance partners
• Advanced Excel formulas and functions: XLOOKUP/INDEX-MATCH, SUMIFS/COUNTIFS, nested logic, dynamic arrays, and date and text functions
• Driver-based budget, forecast, and long-range plan modeling that links revenue, drug cost, labor, and operating expenses to EBITDA and cash
• Model design best practices: clean structure, separated inputs and outputs, consistent formatting, error checks, and models others can easily follow and audit
• Scenario and sensitivity analysis, including data tables, scenario toggles, and what-if analysis for business cases and reforecasts
• Data handling at scale using pivot tables, Power Query, and Power Pivot to clean and combine large ERP and operational exports across many sites
• Consolidation and roll-ups that link site-level pharmacy and infusion center files into a consolidated enterprise view
• Automation experience for streamlining recurring reports; macros/VBA experience is a plus
• Presentation-ready outputs with clear charts, summary tables, and finance and executive leadership reports

Technologies

• Excel
• Sage
• Sage Intacct
• Power BI
• SQL
• AI tools
• XLOOKUP
• INDEX-MATCH
• SUMIFS
• COUNTIFS
• Dynamic arrays
• Power Query
• Power Pivot
• Pivot tables
• Macros
• VBA
• Data tables
• Scenario toggles

Position Overview

• Join the Strategic Finance team as a Financial Analyst, reporting to the Manager of FP&A
• Contribute to the annual operating plan, quarterly reforecast, long-range plan, and monthly performance reporting
• Build and maintain site-level models for pharmacies and infusion centers, analyzing results against plan and translating data into insights for finance and operational leaders
• Opportunity to gain broad exposure to healthcare finance, executive reporting, and strategic projects in a growing, multi-site organization
• Expert-level Excel proficiency is a core requirement